Institutional Ownership Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Divide (SDY). We have compiled data on the 1,322 institutions that hold shares in the stock, with a total of 71.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
3,615
shares
|
$473,709
0.39% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,613
shares
|
$473,447
0.02% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$471,744
0.01% of portfolio
|
Q3 2022
Added 16.47%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,579
shares
|
$468,992
0.07% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,565
shares
|
$467,157
0.04% of portfolio
|
Q2 2024
Added 1205.86%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,552
shares
|
$465,454
0.34% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
3,519
shares
|
$461,129
0.02% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
3,518
shares
|
$460,998
0.1% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
3,505
shares
|
$459,295
0.18% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
3,502
shares
|
$458,902
0.11% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,500
shares
|
$458,640
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
3,500
shares
|
$458,640
0.0% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
3,489
shares
|
$457,198
0.1% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
3,488
shares
|
$457,067
0.15% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
3,474
shares
|
$455,232
0.25% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
3,472
shares
|
$454,970
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
3,455
shares
|
$452,743
0.04% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
3,454
shares
|
$452,612
0.02% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,451
shares
|
$452,219
0.29% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
3,447
shares
|
$451,694
0.01% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
3,442
shares
|
$451,039
0.07% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,428
shares
|
$449,205
0.09% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
3,428
shares
|
$449,205
0.07% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
3,412
shares
|
$447,108
0.05% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,404
shares
|
$446,060
0.23% of portfolio
|
Q3 2023
Reduced 26.06%
|